Training Manual - Section A - System Administrators
This Training Manual covers the topics your System Administrator
needs to be conversant with in order to configure Collect! to
function to your individual company's specifications. The 1 or
more persons who will be the System Administrator designates
are also generally the liaison(s) who will be the point(s)
of contact between your company and Comtech Technical Services.
In addition to initial setup, the manual covers topics that will
serve as ongoing reference in the learning of, and normal course
usage of Collect!.
It is important to fully attend to the setup of Collect!
prior to allowing your employees to begin using it. This is
because there are several key functionality choices that will
impact program behavior that need to be made in advance if you
are to obtain the desired types of results, output and function.
Installation And Setup
Install Collect! For The First Time
How To Setup And Configure Collect!
Setup Checklist
How to Enter Your License
How To Setup Company Details
Operator Setup
User Level
Access Rights
Form Rights
Security And User Levels
How To Setup Operators
How To Setup The WIP List
How To Set Field Or Form Properties
How To Setup Auto Dialer
Copy Operator Configuration
How To Modify Or Create A Pick List
Reports And Letters
How To Setup Reports And Letters
Report And Printer Setup
How To Copy Reports To Master Database
How To Import A Report
How To Export A Report
How To Create A Letter
Report Definition
Report Body
How To Design Reports And Letters
How To Add Formatting To Your Designs
Printer Control Code
Printable Fields
How To Setup Check And GCheck
Report Sample
Report Topics Index
Report Writer Reference
Financial Setup
Transaction Type
How To Setup Transaction Types
Payment Posting Options
How to Setup Amortized Interest
Client Setup
How To Setup Client Settings
How to Setup Invoice Numbering
Debtor Setup
How To Setup Debtors
How To Setup Debtor Status Codes
How To Setup Account Matching
Group Member Setup
Contact Plan Setup
How To Copy Contact Plans To Master Database
How To Import A Contact Plan
How To Export A Contact Plan
Email And Dialer Setup
How to Setup Sending Email In Collect!
How To Setup Auto Dialer
How To Use Predictive Dialer
Help Pages
How To Enable HTML Help in Collect!
How To Use Hyperlinks In Help Pages
Additional Options
Working With Archived Accounts
Introduction To Additional Options Setup
Scheduler
Networking And Technical
Command Line Startup Options
Basic Networking For Using Collect!
Backing Up CV11
How To Get Help With Network Problems
How To Get Help When You Get System Db Error Messages
Database Maintenance
For the faster approach and shorter learning
curve, contact us for pricing to have
one of our training specialists conduct
subject specific Remote Session training
live with your staff. Video the
session for future use and enhance your
dollars spent to value extracted ratio.
See Also
- Training Manual Main Index
- Training Manual - Section B - Office Managers
- Training Manual - Section C - Collectors
- Topics Collections
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